Who owns BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XTWY from SEC Form 13F filings across 26 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 26 institutions disclosed 6.3M shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF worth $237.4M — about 91.1% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
26
13F holders
$237.4M
value, 2026 filers
91.1%
of shares outstanding (6.3M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XTWY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3.5M | $130.8M | 0.0% | 50% | +4.1% |
| 2 | Gradient Investments LLCNEW | 1.2M | $44.3M | 0.6% | 17% | new |
| 3 | Valtinson Bruner Financial Planning LLC | 603,424 | $22.6M | 5.7% | 8.7% | +2.0% |
| 4 | DUTCH ASSET Corp | 321,586 | $12.1M | 6.0% | 4.6% | +3.2% |
| 5 | Mattson Financial Services, LLCNEW | 137,868 | $5.0M | 1.0% | 2% | new |
| 6 | AE Wealth Management LLC | 102,060 | $3.8M | 0.0% | 1.5% | -2.7% |
| 7 | Brown Financial AdvisorsNEW | 83,222 | $3.1M | 1.1% | 1.2% | new |
| 8 | BANK OF AMERICA CORP /DE/ | 82,787 | $3.1M | 0.0% | 1.2% | -76.8% |
| 9 | Richard P Slaughter Associates Inc | 60,065 | $2.3M | 0.4% | 0.9% | +94.4% |
| 10 | Paladin Wealth, LLCNEW | 49,165 | $1.8M | 1.1% | 0.7% | new |
| 11 | JANE STREET GROUP, LLC | 46,870 | $1.8M | 0.0% | 0.7% | +158.6% |
| 12 | STAR Financial Bank | 41,832 | $1.6M | 0.6% | 0.6% | -7.9% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,986 | $1.2M | 0.0% | 0.5% | +392.2% |
| 14 | Sigma Planning CorpNEW | 27,223 | $1.0M | 0.0% | 0.4% | new |
| 15 | Tower Research Capital LLC (TRC)NEW | 24,652 | $925,313 | 0.0% | 0.4% | new |
| 16 | HBW ADVISORY SERVICES LLC | 23,700 | $889,580 | 0.1% | 0.3% | +12.5% |
| 17 | Thrivent Financial for Lutherans | 13,922 | $524 | 0.0% | 0.2% | +132.7% |
| 18 | LPL Financial LLC | 12,368 | $464,232 | 0.0% | 0.2% | +12.7% |
| 19 | Argyle Capital Partners, LLC | 8,721 | $327,343 | 0.2% | 0.1% | -4.1% |
| 20 | FSA Investment Group, LLC | 6,257 | $234,857 | 0.1% | 0.1% | +0.1% |
| 21 | UBS Group AG | 942 | $35,358 | 0.0% | 0% | -13.5% |
| 22 | NBH BankNEW | 88 | $3,303 | 0.0% | 0% | new |
| 23 | JONES FINANCIAL COMPANIES LLLPNEW | 75 | $2,853 | 0.0% | 0% | new |
| 24 | FMR LLCNEW | 57 | $2,139 | 0.0% | 0% | new |
| 25 | Elevated Capital Advisors, LLC | 25 | $945 | 0.0% | 0% | -49.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.